Purchases and Sales Made in Q2 2022 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q2 2022. The information is specifically focused on institutions that hold shares of VANGUARD UTILITIES ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
747+ 15.86% |
$106K - $125K
|
5.46K
$908K
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
743New |
$105K - $124K
|
743
$124K
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
740New |
$105K - $124K
|
740
$123K
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
740New |
$105K - $124K
|
740
$123K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
695New |
$98.3K - $116K
|
695
$116K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
672+ 9.52% |
$95K - $112K
|
7.73K
$1.29M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
655+ 37.01% |
$92.6K - $109K
|
2.43K
$404K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
640New |
$90.5K - $107K
|
640
$107K
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
615+ 7.04% |
$87K - $103K
|
9.35K
$1.56M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
610+ 11.35% |
$86.3K - $102K
|
5.98K
$996K
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
600+ 6.52% |
$84.9K - $100K
|
9.8K
$1.63M
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
590+ 21.92% |
$83.4K - $98.5K
|
3.28K
$546K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
555+ 11.2% |
$78.5K - $92.7K
|
5.51K
$917K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
538New |
$76.1K - $89.8K
|
538
$89.5K
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
510+ 1.82% |
$72.1K - $85.1K
|
28.5K
$4.74M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
509+ 11.54% |
$72K - $85K
|
4.92K
$819K
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
459+ 11.37% |
$64.9K - $76.6K
|
4.5K
$748K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
458+ 14.3% |
$64.8K - $76.5K
|
3.66K
$609K
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
445+ 22.31% |
$62.9K - $74.3K
|
2.44K
$406K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
442+ 14.98% |
$62.5K - $73.8K
|
3.39K
$564K
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
431+ 15.34% |
$61K - $72K
|
3.24K
$539K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
425+ 30.58% |
$60.1K - $71K
|
1.82K
$302K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
410+ 26.15% |
$58K - $68.4K
|
1.98K
$329K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
382New |
$54K - $63.8K
|
382
$63.6K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
361+ 3.83% |
$51.1K - $60.3K
|
9.79K
$1.63M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
345+ 4.93% |
$48.8K - $57.6K
|
7.34K
$1.22M
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
341+ 22.13% |
$48.2K - $56.9K
|
1.88K
$313K
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
325+ 12.18% |
$46K - $54.3K
|
2.99K
$498K
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
323+ 11.24% |
$45.7K - $53.9K
|
3.2K
$532K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
309+ 1.02% |
$43.7K - $51.6K
|
30.6K
$5.09M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
302+ 5.17% |
$42.7K - $50.4K
|
6.14K
$1.02M
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
295+ 5.6% |
$41.7K - $49.3K
|
5.56K
$926K
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
293+ 5.88% |
$41.4K - $48.9K
|
5.28K
$878K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
284+ 3.99% |
$40.2K - $47.4K
|
7.4K
$1.23M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
264+ 6.98% |
$37.3K - $44.1K
|
4.04K
$673K
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
256+ 9.66% |
$36.2K - $42.7K
|
2.91K
$483K
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
252+ 1050.0% |
$35.6K - $42.1K
|
276
$45.9K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
250+ 104.17% |
$35.4K - $41.7K
|
490
$81.5K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
246+ 4.01% |
$34.8K - $41.1K
|
6.38K
$1.06M
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
245+ 8.76% |
$34.7K - $40.9K
|
3.04K
$506K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
233+ 16.12% |
$33K - $38.9K
|
1.68K
$279K
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
229+ 5.11% |
$32.4K - $38.2K
|
4.71K
$784K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
213New |
$30.1K - $35.6K
|
213
$35.4K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
211+ 11.29% |
$29.8K - $35.2K
|
2.08K
$346K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
209+ 3.99% |
$29.6K - $34.9K
|
5.45K
$907K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
206New |
$29.1K - $34.4K
|
206
$34.3K
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
200+ 12.13% |
$28.3K - $33.4K
|
1.85K
$308K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 10.81% |
$28.3K - $33.4K
|
2.05K
$341K
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
181+ 12.22% |
$25.6K - $30.2K
|
1.66K
$277K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
171+ 1.43% |
$24.2K - $28.5K
|
12.1K
$2.02M
|